Trust Advisor Jobs in Dallas, TX

Unlock potential by designing a robust regulatory framework for a complex financial landscape. Lead compliance efforts and influence strategic decisions to support multiple general partners in an evol...

Launch your career as a vital link between finance teams and tech systems, ensuring smooth operations of critical financial tools. Champion data integrity, support user adoption, and enhance integrati...

Join a dynamic team to navigate complex legal and regulatory challenges in payments. Use your expertise to drive initiatives, mitigate risks, and collaborate across functions to ensure product complia...

Drive exceptional investment management services by leading a team of Portfolio Consultants, enhancing workflows and aligning strategic initiatives with Wealth Advisors to deliver high-quality client...

Unlock potential by building a sophisticated treasury infrastructure that champions safety and transparency across a complex, multi-entity platform, while executing and modernizing critical cash manag...

Partner with us to manage day-to-day operations and risk compliance for Offsite Delivery Centers, ensuring adherence to regulatory requirements and control frameworks across EMEA and Americas while dr...

Join us to lead and scale innovative contracting operations for Advisory Solutions. Collaborate with leadership to ensure efficient processes while mentoring your team and improving workflows that dri...

Transform complex risk management and insurance strategies, leading a high-performing team to optimize programs and enhance financial objectives across diverse operations. Collaborate with stakeholder...

Advance enterprise sales initiatives by strategically engaging target accounts. Build relationships and leverage consultative selling to identify and fulfill client data needs, driving revenue growth...

Transform mortgage servicing transfers by leading a dedicated team. Drive end-to-end operations from onboarding to validation, ensuring smooth execution and compliance while enhancing processes for op...

Drive the seamless onboarding of mortgage servicing portfolios, overseeing a team responsible for transfer coordination. Ensure compliance, data integrity, and effective stakeholder management through...

Join a team that's driving business growth by collaborating with brokers and underwriters. This role focuses on developing strategies, enhancing relationships, and leveraging data to meet revenue goal...

Elevate your expertise in commercial contracting by overseeing legal reviews, drafting and optimizing agreements, and collaborating across teams to drive efficiency within a dynamic healthcare technol...

Manage and enhance compliance initiatives by maintaining our Trust Center, collaborating with cross-functional teams, and supporting risk assessment processes to build trust and transparency with stak...

Engage in a pivotal role to develop sales strategies for at-risk plans, ensuring client retention and satisfaction while leading RFP processes and negotiations in the recordkeeping industry...

Transform enterprise growth by initiating strategic sales outreach, driving lead generation, and building client relationships. Engage in tailored sales strategies that foster revenue growth and deliv...

Champion growth by providing strategic vision and operational control, ensuring financial performance and productivity. Drive leadership within a dynamic, entrepreneurial organization focused on telec...

Join a team that's at the forefront of product innovation, driving impactful solutions in healthcare. Use your strategic thinking, AI fluency, and collaborative skills to enhance our product offerings...

Join us to lead and develop a dynamic Treasury Sales team, enhancing client experiences, managing risk, and driving growth strategies in Commercial & Investment Banking while fostering strong partners...

Drive the enterprise AI risk governance program by leading oversight, developing strategy, and collaborating across functions to ensure compliance with policies while advancing safe adoption of AI tec...

Champion the client conversion lifecycle, managing data migrations and project timelines, while collaborating cross-functionally with teams to ensure successful onboarding and integration into the pla...

Join a team that's redefining claims management, overseeing complex claims and guiding junior staff. You'll ensure fair outcomes while managing relationships with TPAs and maintaining data accuracy in...

Empower our customers by driving revenue growth through strategic account management. You'll oversee migrations, foster client relationships, and collaborate with teams to ensure adoption and expansio...

Grow your career with a dynamic team developing partnerships to expand market reach. Collaborate with senior leadership to drive strategic initiatives and enhance partner engagement while ensuring opt...

Join a dynamic team to foster growth and innovation in B2B payments, leveraging your expertise in treasury management and product solutions to enhance client success and optimize payment processes eff...